Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Welltower WELL Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$283M Buy
1,249,469
+72,969
+6% +$15.4M 0.43% 31
2026
Q1 		$232M Buy
1,176,500
+9,222
+0.8% +$1.82M 0.4% 36
2025
Q4 		$218M Sell
1,167,278
-13,759
-1% -$2.57M 0.35% 47
2025
Q3 		$210M Sell
1,181,037
-231,394
-16% -$38M 0.35% 48
2025
Q2 		$217M Sell
1,412,431
-31,316
-2% -$4.68M 0.38% 42
2025
Q1 		$221M Sell
1,443,747
-97,725
-6% -$13.9M 0.44% 34
2024
Q4 		$194M Buy
+1,541,472
New +$202M 0.38% 47

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Universal-Beteiligungs- und Servicegesellschaft's WELL Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft increased its Welltower (WELL) stake by 6.2% in Q2 2026, buying an estimated $15.4M and bringing the position to 1,249,469 shares worth $283M. The position accounts for 0.43% of the portfolio, ranked #31.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in WELL in Q4 2024 and has held it in 7 quarters since. 1,074 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 1,249,469 shares of Welltower worth $283M as of Q2 2026.
  • Universal-Beteiligungs- und Servicegesellschaft bought 72,969 Welltower shares in Q2 2026, an estimated $15.4M.
  • Welltower made up 0.43% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #31 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Welltower in Q4 2024 and has held it in 7 quarters since.
  • 1,074 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.